Thinking Machines Lab inks massive compute deal with Nvidia

A gigawatt of compute isn't 'let's train a few models.' It's 'we're building the next AI lab.'

That's roughly what a small country consumes. You don't write billion-dollar checks for inference capacity. You do it for research — training foundation models, not running inference endpoints. Thinking Machines is in the Philippines, which means the compute arms race isn't just US-based labs anymore. Smaller teams with enough capital can compete globally on research.

The subtext is important: it's not OpenAI and Google anymore. This is a signal about who's moving fast.

Unless you're raising venture capital, there's nothing to do here. But watch it. This is where the next innovation happens.